Sovos Docs

Find payers

Use the quick filters or search to find the payers and information you need.

  1. Go to the Payers page.
  2. Use the quick filters or search to find payers.
    • Filter by error code: Select to review all payers with errors or select a specific error code from the dropdown.
    • Filter by last modified by: Select a user from the dropdown.
    • Search: Enter a name, TIN, PTIN, or EIN number in the Search bar. You must enter at least three letters or numbers.

Customize the Payers page

Learn how to select and arrange the fields shown on the Payers page.

  1. On the Payers page, click the Columns icon.
    The Columns icon is highlighted.
  2. Click the Crossed-out eye icon next to a column to hide it from view. Click the regular Eye icon to show a column.
    The Crossed-out eye and Eye icons are highlighted.
  3. Drag the columns to rearrange their order of appearance in the table.
  4. Click Apply. The table reloads to display your preferences.
    Tip: To sort the payer data by ascending or descending values in a specific column, click the column header.